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Here to act in your best interests
With more than 20 years of industry experience, I’m a financial planner who’s focused on helping my clients discover the right financial path for their unique situation so they can enjoy the future they’ve worked so hard for. When not at work, I’m with my wife and two boys, usually camping and cooking delicious meals. I’m a fluent Spanish speaker and actually ran with the bulls in Pamplona, Spain.
CERTIFIED FINANCIAL PLANNER™
Bachelor of Science, University of Florida
Master of Business Administration, University of Florida
Visit one of our Locations
Orlando I - Orlando
1900 Summit Tower Boulevard
Orlando, FL 32810
Working with us
The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of insight as well as our client service associates who can provide you with additional resources and support.